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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
2151
Mine & Arao Wealth Creation & Management
California
$1.85M +$78.5K +478 +4%
DRS
2152
Deane Retirement Strategies
Louisiana
$1.85M +$1.92M +11,696 New
OC
2153
Optimas Capital
Hong Kong
$1.85M +$1.92M +11,678 New
PPP
2154
Private Portfolio Partners
New Jersey
$1.84M -$90.7K -552 -5%
CX Institutional
2155
CX Institutional
Indiana
$1.84M -$4.11K -25 -0.2%
MCM
2156
Mainstay Capital Management
Michigan
$1.84M +$1.91M +11,644 New
SN
2157
Sittner & Nelson
Oregon
$1.84M +$328 +2 +0%
LA
2158
Latitude Advisors
Florida
$1.84M +$73.9K +450 +4%
BA
2159
Bluesphere Advisors
Pennsylvania
$1.84M -$37.4K -228 -2%
KMWM
2160
Keudell/Morrison Wealth Management
Oregon
$1.83M -$112K -683 -6%
BHTS
2161
Bar Harbor Trust Services
Maine
$1.83M -$50.7K -309 -3%
GWA
2162
GGM Wealth Advisors
Maryland
$1.83M -$173K -1,056 -9%
TC
2163
Trust Company
Kansas
$1.83M – – –
CA
2164
Calton & Associates
Florida
$1.82M -$198K -1,204 -7%
Mather Group
2165
Mather Group
Illinois
$1.82M +$607K +3,699 +47%
SI
2166
Saxon Interests
Texas
$1.82M +$1.79M +10,877 New
WCBA
2167
Weaver C. Barksdale & Associates
Tennessee
$1.82M +$1.89M +11,506 New
CWP
2168
Concord Wealth Partners
Virginia
$1.82M +$1.18M +7,169 +166%
PWM
2169
Palumbo Wealth Management
New York
$1.82M +$70.6K +430 +4%
SIA
2170
Strategic Investment Advisors
Michigan
$1.82M +$177K +1,075 +10%
BSAM
2171
Blue Square Asset Management
New York
$1.81M +$13K +79 +0.7%
TIA
2172
Traphagen Investment Advisors
New Jersey
$1.81M +$77.3K +471 +4%
FPCP
2173
Fort Point Capital Partners
California
$1.81M +$90.3K +550 +5%
MFG
2174
Monte Financial Group
Connecticut
$1.81M -$16.4K -100 -0.9%
PIM
2175
Perpetual Investment Management
Australia
$1.8M -$142K -867 -7%